Bartlett & Co. Wealth Management LLC Purchases in Q1 2025

Bartlett & Co. Wealth Management LLC

  • $6.79 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
58
+ 446.15%
$663000.0 - $801950.0 $38.5M - $46.5M
71 $56.7B
Linde PLC
13.6K
+ 5.85%
N/A
247K $115B
ZTS
Zoetis Inc.

Healthcare
46.7K
+ 15.22%
$156.48 - $175.67 $7.3M - $8.2M
353K $58.2B
TMUS
T Mobile Us, Inc.

Communication Services
19.6K
+ 33.47%
$211.3 - $272.83 $4.14M - $5.35M
78.2K $20.8B
IEFA
Ishares Tr

ETFs
9.43K
+ 0.74%
$69.57 - $78.65 $656K - $742K
1.29M $97.3B
MA
Mastercard Inc

Financial Services
390
+ 0.12%
$504.67 - $576.31 $197K - $225K
333K $183B
CB
Chubb LTD

Financial Services
3.73K
+ 1.58%
$257.71 - $301.99 $961K - $1.13M
239K $72.4B
ASML
Asml Holding Nv

Technology
11.6K
+ 19.76%
$662.63 - $776.99 $7.66M - $8.98M
70K $46.4B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
64.2K
+ 18.88%
$81.83 - $82.73 $5.25M - $5.31M
404K $33.4B
MKC
Mccormick & CO Inc

Consumer Defensive
16.9K
+ 2.92%
$71.24 - $84.73 $1.2M - $1.43M
596K $49.1B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
49K
+ 9.03%
$44.68 - $46.49 $2.19M - $2.28M
592K $27.4B
MBB
Ishares Tr

ETFs
14.7K
+ 11.89%
$90.37 - $94.08 $1.33M - $1.38M
138K $13B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
21.6K
+ 3.44%
$51.52 - $52.37 $1.11M - $1.13M
651K $34.1B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
26.7K
+ 12.08%
$49.67 - $51.43 $1.33M - $1.37M
248K $12.7B
ADP
Automatic Data Processing Inc

Industrials
771
+ 0.78%
$286.85 - $318.64 $221K - $246K
100K $30.7B
SPGI
S&P Global Inc.

Financial Services
311
+ 0.26%
$478.26 - $543.77 $149K - $169K
119K $60.4B
IWD
Ishares Russell 1000 Val ETF

ETFs
6.96K
+ 295.37%
$182.82 - $196.21 $1.27M - $1.36M
9.31K $1.75B
PM
Philip Morris International Inc.

Consumer Defensive
171
+ 0.52%
$117.15 - $158.79 $20K - $27.2K
33K $5.28B
WEC
Wec Energy Group, Inc.

Utilities
41
+ 0.05%
$92.12 - $108.98 $3.78K - $4.47K
83K $9.04B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
52.8K
+ 8.06%
$22.25 - $23.0 $1.17M - $1.21M
708K $16.3B
IEMG
Ishares Inc

ETFs
6.92K
+ 1.54%
N/A
455K $24.6B
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.83K
+ 1.11%
$74.85 - $84.89 $137K - $155K
167K $13.6B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
36.2K
+ 10.72%
$18.36 - $20.51 $665K - $742K
374K $7.39B
IYW
Ishares Dj Us Tech ETF

ETFs
10.9K
+ 43.5%
$140.44 - $166.79 $1.53M - $1.82M
35.9K $5.05B
CINF
Cincinnati Financial Corp

Financial Services
3.57K
+ 3.12%
$133.67 - $147.81 $478K - $528K
118K $17.6B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.38K
+ 3.76%
$76.94 - $78.28 $722K - $734K
259K $20.3B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
22.1K
+ 6.08%
$55.41 - $60.74 $1.23M - $1.34M
386K $21.8B
TMO
Thermo Fisher Scientific Inc.

Healthcare
9.99K
+ 5.55%
$497.6 - $606.74 $4.97M - $6.06M
190K $94.6B
V
Visa Inc.

Financial Services
30
+ 0.12%
$306.92 - $362.71 $9.21K - $10.9K
25.4K $8.89B
T
At&T Inc.

Communication Services
6.76K
+ 6.24%
$21.56 - $28.28 $146K - $191K
115K $3.26B
AWK
American Water Works Company, Inc.

Utilities
4.29K
+ 63.99%
$121.01 - $149.31 $519K - $641K
11K $1.62B
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.42K
+ 101.51%
$360.07 - $417.26 $871K - $1.01M
4.8K $1.73B
CTAS
Cintas Corp

Industrials
160
+ 0.5%
$182.09 - $208.14 $29.1K - $33.3K
32.1K $6.59B
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.65K
+ 78.69%
$168.16 - $186.21 $782K - $866K
10.6K $1.8B
ORCL
Oracle Corp

Technology
13.5K
+ 30.82%
$139.81 - $186.47 $1.89M - $2.52M
57.4K $8.02B
FNDX
Schwab Fundamental U S Large C

ETFs
32.6K
+ 3.52%
$23.03 - $25.01 $751K - $816K
959K $22.6B
FNDF
Schwab Fundamental Intl Large

ETFs
18.6K
+ 1673.61%
$32.9 - $37.45 $613K - $698K
19.8K $714M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
15.9K
+ 5.24%
$42.38 - $43.28 $674K - $689K
320K $13.6B
IWV
Ishares Russell 3000 ETF

ETFs
2.02K
+ 152.45%
$313.1 - $349.83 $632K - $707K
3.35K $1.06B
FNDE
Schwab Fundamental Emerging Mk

ETFs
19.9K
+ 3127.04%
$28.11 - $32.0 $559K - $636K
20.5K $632M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
26.2K
New
$21.77 - $22.56 $570K - $591K
26.2K $588M
FNDA
Schwab Fundamental U S Small C

ETFs
21.5K
+ 2207.2%
$26.87 - $30.99 $576K - $665K
22.4K $614M
NEE
Nextera Energy Inc

Utilities
20K
+ 1.84%
$66.96 - $76.16 $1.34M - $1.53M
1.11M $78.7B
GE
General Electric CO

Industrials
210
+ 1.5%
$168.59 - $212.13 $35.4K - $44.5K
14.2K $2.85B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
13K
+ 9.8%
$25.81 - $28.52 $334K - $369K
145K $4B
DGRO
Ishares Core Dividend Growth E

ETFs
7.73K
+ 113.89%
$60.46 - $64.42 $467K - $498K
14.5K $896M
ICF
Ishares Tr

ETFs
7.46K
+ 746.0%
$57.98 - $63.8 $433K - $476K
8.46K $521M
VGSH
Vanguard

ETFs
6.54K
+ 7.07%
$58.07 - $58.69 $380K - $384K
99K $5.81B
IWR
Ishares Russell Mid Cap ETF

ETFs
12.7K
+ 6.41%
$82.81 - $92.93 $1.05M - $1.18M
210K $17.9B
Activity Summary
Buys All Purchases 450 New Holdings 158 Increased Positions 292 Sells All Sells 324 Reductions 324 Sold out 0 Options Calls 0 Puts 0
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